844 hedge funds and large institutions have $21.4B invested in CDW in 2024 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 272 increasing their positions, 363 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
844
Holders Change
-42
Holders Change %
-4.74%
% of All Funds
11.24%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.16%
New
109
Increased
272
Reduced
363
Closed
135
Calls
$70.1M
Puts
$81.2M
Net Calls
-$11M
Net Calls Change
-$71.8M
Name Holding Trade Value Shares
Change
Shares
Change %
BCMLT
776
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.71K
SIC
777
Salem Investment Counselors
North Carolina
$4.7K
SO
778
Sierra Ocean
California
$4.54K +$4.54K +26 New
MCM
779
Manchester Capital Management
Vermont
$4.53K -$683K -3,924 -99%
FWM
780
FSA Wealth Management
Massachusetts
$4.35K
AT
781
Avalon Trust
New Mexico
$4.35K +$4.35K +25 New
WAS
782
Winch Advisory Services
Wisconsin
$4.35K +$4.35K +25 New
HNW
783
High Note Wealth
Minnesota
$4K +$4K +23 New
SSG
784
Summit Securities Group
New York
$3.83K -$34.6K -199 -90%
HCM
785
Hollencrest Capital Management
California
$3.83K
FG
786
Fairman Group
Pennsylvania
$3.66K -$3.83K -22 -51%
DF
787
Dunhill Financial
United Kingdom
$3.57K -$6.06K -34 -63%
WT
788
Washington Trust
Rhode Island
$3.48K -$522 -3 -13%
RCM
789
Raleigh Capital Management
North Carolina
$3.48K +$174 +1 +5%
WWM
790
Wolff Wiese Magana
California
$3.48K +$870 +5 +33%
RWPA
791
Richard W. Paul & Associates
Michigan
$3.31K
AEPWM
792
Atlantic Edge Private Wealth Management
Florida
$3.31K
BOJHT
793
Bank of Jackson Hole Trust
Wyoming
$3.31K +$3.31K +19 New
CSB
794
City State Bank
Iowa
$3.13K
FWM
795
FLP Wealth Management
Arkansas
$2.83K +$2.83K +16 New
CB
796
CNB Bank
Pennsylvania
$2.79K
MEG
797
Millstone Evans Group
Colorado
$2.79K +$2.79K +16 New
CFB
798
Cullen/Frost Bankers
Texas
$2.79K +$2.79K +16 New
VHAM
799
Van Hulzen Asset Management
California
$2.79K +$2.79K +16 New
GGI
800
Godsey & Gibb Inc
Virginia
$2.61K